Mortgage Adviser

Andrews Mortgage Services are recruiting for a Mortgage & Protection adviser to be the final piece of the puzzle working out of an estate agency based in Oxford.

In this role you would be responsible for maximising all new business opportunities generated for potential applicants, landlords, buyers and sellers. You’ll start to build a long-term relationship using effective people and communication skills while maintaining the highest standards of customer service.

You’ll be part of one team, working together, and sharing knowledge and information, to ensure our customers get advice that helps them to make sound financial decisions and enjoy their home.

The Successful Candidate will have:

• Proven experience providing mortgage advice
• A CeMAP or equivalent qualifications
• Experience within an estate agency environment
• Good understanding of market demand and customer behaviour
• Outstanding customer service and communication skills
• A self-motivated and positive attitude
• Excellent organisational skills, and an eye for detail
• Familiarity with the use of IT systems
• Their own transport and full UK driving licence

Key Responsibilities of the role:

• To identify business prospects i.e. applicants, vendors, viewers and clients who may also buy with another agent. Match them with appropriate Mortgage, Protection and General Insurance products.
• To be effective in following up all new and existing business leads generated from the above including those from our existing client portfolio.
• Ensure all customers are fully aware of the process they are entering into, including the costs and financial implication.
• To fully utilise and comply with systems and procedures which are in place.
• To maximise business efficiency through effective diary and system management, ensuring we make the best use of our time, and work to suit the needs of our customers.
• To assist in the training and motivation of the branch staff to encourage appropriate lead generation to Andrews Mortgage Services, and to self-generate leads from missed opportunities to meet targets.
• Ensure you understand your branch and personal KPIs, to lead to achieving and exceeding the figures required to satisfy the branch/department performance.